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Retirement plan advisory services
Designing plans to attract and retain talent
As an employer, you know that providing effective retirement plans isn’t just the right thing to do — it is a critical differentiator to the talented people your company needs to succeed.
Your employees need well-designed plans with appropriate investment options, strong participant education programs and outstanding customer service. Your company needs that and more — you need to work with advisors that understand your business goals, your fiduciary responsibilities and the regulatory environment in which qualified plans operate.
RSM offers employee retirement plan services to help you meet these responsibilities so you can focus on what you do best — running your business.
In this issue, we discuss four red flags that the IRS and the Department of Labor look for on Form 5500 filings.
The DOL’s lifetime income disclosure rule will increase costs and information required for benefit statements in defined contribution plans.
These proposed regulations apply to the extension of time to rollover participant loans provided by the Tax Cuts and Jobs Act (TCJA).
These Frequently Asked Questions will help you understand the stock options you have been granted and their tax consequences.
DOL proposes prohibited transaction exemption for Financial Institutions and Investment Professionals providing advice to participants.
Due to the COVID-19 pandemic and economic crisis, the IRS will permit employers to adopt midyear amendments to plan contribution formulas.
Notice 2020-51 affords welcome additional flexibility for individuals to deal with required minimum distributions they took in 2020.
The proposal concerns ERISA plans that make investment decisions based on environmental, social and corporate governance (ESG) factors.
Guidance relating to the application of the Cares Act to coronavirus-related distributions and loans from retirement plans.
Plan participants may use an electronic system facilitating remote notarization or witnessing if executed via live audio-video technology.
How does your retirement plan measure up?
To schedule a no-obligation call to discuss your current needs, contact us by phone at 800.274.3978 or